Winners of Wealthtech

Winners of WealthTech: Catherine Flax

  This month's Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European Investment Banking in 2012. Catherine has an MA from Brown University and a bachelor's degree from Texas A&M University. You can read my previous interviews with Brian McLaughlin, CEO, Redtail, Anil …

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Winners of WealthTech: Aaron Klein

This is the second post in our series called, "Winners of WealthTech."  I conduct interviews with influential leaders in the wealth management technology space who I believe are the winners. The format of these article is a bit of a change from our usual analysis, product reviews or industry trends.  The questions are more personal …

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wealthtech

Winners of WealthTech: Bill Crager

This is the first post in a new series I'm launching here on Wealth Management Today called, "Winners of WealthTech."  It is more of a straight interview format with influential leaders in wealth management technology. I was inspired to start this by one of my mentors, Tim Ferriss, successful investor, entrepreneur, author and podcaster.  Actually, he doesn't …

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